Benjamin Bostic is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked in various roles prior to his current position, including at Northpointe Staffing and WileyBros Aintree Capital LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services such as fee-based financial planning and discretionary portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Melissa Gallant is a CFP®-designated financial advisor with 18 years of industry experience. She is currently with Cetera and has held prior roles at Winchester Financial Group, Trilogy Capital, LPL Financial, and Ameriprise Financial Services. Outside of her advisory work, she is also licensed as an insurance agent, selling health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates as a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Sherri Overton is a financial advisor at Robert W. Baird & Co. in Nashville, TN, holding a Series 63 designation with 28 years of industry experience. She has been with Robert W. Baird & Co. since 2013. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

John Cusick is a Senior Financial Advisor at Merrill Lynch Wealth Management. He employs a holistic approach that seeks to streamline both sides of a client's balance sheet and resolve the complexities associated with significant wealth. John works with individuals and families to understand their financial situations, risk tolerance, time horizons, and liquidity needs, helping them articulate their short- and long-term goals and recommending financial strategies aligned with their objectives. His expertise includes retirement planning, income generation, options strategies, college planning, commercial and residential lending opportunities through Bank of America, life change management, wealth preservation, and tax-efficient estate planning services. Before joining Merrill Lynch, John earned a Juris Doctorate Degree from Saint Thomas University and a Bachelor's Degree from the California State University System. He has extensive experience as a litigation and appellate attorney, having handled dozens of contested trials including divorce, paternity, criminal, probate, foreclosure, eminent domain, and homeowners association disputes. John has argued before every district court of appeal in Florida. He is a Personal Investment Advisor (PIA) and a member of the Florida Bar and Texas Bar. While he does not provide legal advice in his role as a financial advisor, his legal background informs his comprehensive approach to wealth management. John is committed to delivering the highest level of service to his clients and genuinely cares about their financial well-being. He is involved in community service through Habitat for Humanity. Outside of work, John enjoys baseball, boating, fishing, racquetball, reading, tennis, traveling, and spending time with his family.

James Bell is a CFP®-certified financial advisor with seven years of industry experience, currently affiliated with Mass Mutual Investors Services in Brentwood, TN. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. He also operates James Bell Financial Services, LLC, a personal limited liability company, and sells life and health insurance through a separate broker role. Mass Mutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative financial planning engagements using firm-approved analytical tools and also offers specialized services such as divorce planning and employer-sponsored planning programs.

Ashley Huffines is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and nine years of industry experience. Prior to joining UBS in 2017, she worked at Altria Group Distribution Company for three years. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Austin Nephew is a financial advisor with UBS Financial Services, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining UBS, he worked in various roles including positions at FirstBank and Marco's Pizza, and has been involved with the business iMow since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research with model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory solutions.

Timothy Healy is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at Cetera Investment Advisors LLC, Region Sbank, and Cetera Investment Services LLC since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting various program structures and custodial relationships.

Sydney Shepard is a financial advisor at Morgan Stanley in Nashville, TN, holding Series 63 and Series 66 designations. Shepard has been with Morgan Stanley since 2026 and has prior experience at Charles Schwab & Co., Inc. and Cross & Smith LLC. Shepard’s background also includes several years dedicated to full-time education and roles outside the financial industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, leveraging structured discovery processes, firm-approved tools, and scenarios modeled by its Global Investment Committee.

Jim Durham is a financial advisor at Cetera with 29 years of industry experience and holds a Series 63 designation. He operates Jim Durham CPA and is involved in accounting and tax preparation services through Winchell CPA & Advisory Services PLLC. Durham has a long career spanning various roles in advisory and insurance services since 1982. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Sean Johnston is a financial advisor with Osaic Wealth, Inc. based in Nashville, TN, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Packerland Brokerage Services. Outside of his advisory work, he is the sole owner of a rental property business. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Daniel Greaves is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2011 and joined Merrill in 2018. His approach centers on developing strategies and advice for individuals, their families, and their businesses by understanding their short and long-term financial objectives. Daniel's areas of expertise include corporate benefits, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and offers advice based on clients' goals and priorities, placing the investor at the center of his focus. He earned both his bachelor's degree in Professional Communications and his Master of Business Administration (MBA) from Wheeling Jesuit University. Daniel and his wife, Michelle, live in Nashville with their three children and are active in the community. His personal interests include basketball, biking, football, ice hockey, running, running marathons, soccer, and spending time with his family.

Robert Anderson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2018 and previously held roles at Eagle Strategies and NYLife-related firms. Anderson maintains an individual life and health insurance agent position at The Legacy Financial Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative engagements using firm-approved analytical tools, offering additional programs including divorce planning and employer-sponsored planning services.

John Skittone is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 65 designations and 29 years of industry experience. He previously worked at Prudential Equity Group, LLC from 2001 to 2003. Outside of his advisory role, he works as a flight instructor and owns an LLC that holds an aircraft. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to support portfolio construction and offers a range of brokerage and advisory solutions.

Erik Olson is a financial advisor at Edward Jones in Brentwood, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he served in the United States Army for 20 years and operated At Ease Home Inspections LLC for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Dylan Richards is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Richards also has outside employment with Cumberland Transit. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Evin Edens is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at LPL Financial. Prior to joining LPL in 2025, he worked at FTB Advisors and First Tennessee Bank and spent six years at Belmont University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Thomas Hunter Jr. is a CFP® certificant with 22 years of industry experience. He is a financial advisor at Raymond James Financial based in Brentwood, TN, and has been with the firm and its affiliated groups since 2017. Hunter also serves as a board member for Rolling Hills Community Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and employs advanced analytical tools to support client goals.

Jeremy Smith is a financial advisor with Cetera and holds Series 63, Series 65, and Series 66 designations. He has 21 years of industry experience, including long-term roles at Shoemaker Financial Advisors and Securian Financial Services. In addition to his advisory work, he is involved in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, with access to various investment strategies and third-party managers.

Cameron Junker is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he has held roles with Priority 111 Insulation, Alpha Baseball, SugarCreek Packing Company, and worked five years with the Pittsburgh Pirates. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market insights and model-based asset allocations to tailor financial plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.